01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 2 April 2015
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £30,137
- Latest expenditure
- £30,371
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Formby U 3A, PO Box 216, LIVERPOOL, L37 1XQ
Website recorded by the regulator: FormbyU3A.Org.UK (displayed as text)
02 Activities
What the charity does
As an affiliated member of The Third Age Trust, Formby U3A offers its members an extensive range of educational/interest opportunities.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 20 April 2026
- Date Accounts Received
- 20 April 2026
- Total Gross Income
- £30,137
- Total Gross Expenditure
- £30,371
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 9 July 2025
- Date Accounts Received
- 24 October 2025
- Total Gross Income
- £28,170
- Total Gross Expenditure
- £28,156
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 11 July 2024
- Total Gross Income
- £20,476
- Total Gross Expenditure
- £20,384
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 October 2023
- Date Annual Return Received
- 18 October 2023
- Total Gross Income
- £16,708
- Total Gross Expenditure
- £15,542
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 October 2022
- Date Annual Return Received
- 29 August 2022
- Total Gross Income
- £11,774
- Total Gross Expenditure
- £10,085
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 20 April 2026
- Total Gross Income
- £30,137
- Total Gross Expenditure
- £30,371
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 100
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 9 July 2025
- Total Gross Income
- £28,170
- Total Gross Expenditure
- £28,156
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 75
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 11 July 2024
- Total Gross Income
- £20,476
- Total Gross Expenditure
- £20,384
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 60
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 18 October 2023
- Total Gross Income
- £16,708
- Total Gross Expenditure
- £15,542
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 1086
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 29 August 2022
- Total Gross Income
- £11,774
- Total Gross Expenditure
- £10,085
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 1181
05 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Sefton
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
06 Official extract
Charity Classification
- Classification Code
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
07 Official extract
Charity Event History
- Charity Name
- FORMBY UNIVERSITY OF THE THIRD AGE
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2015-04-02T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- CONSTITUTION ADOPTED 12 NOV 2014AS AMENDED BY SCHEME DATED 12 JUL 2018AS AMENDED ON 14 NOV 2018 as amended on 11 Mar 2020 as amended on 09 Mar 2022
- Charitable Objects
- THE ADVANCEMENT OF EDUCATION AND, IN PARTICULAR, THE EDUCATION OF OLDER PEOPLE AND THOSE WHO ARE RETIRED FROM FULL TIME WORK, BY ALL MEANS INCLUDING ASSOCIATED ACTIVITIES CONDUCIVE TO LEARNING AND PERSONAL DEVELOPMENT.
09 Official extract
Charity Other Names
- Charity Name Id
- 556403
- Charity Name Type
- Working name
- Charity Name
- FORMBY U3A
10 Official extract
Charity Policy
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Complaints policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Financial reserves policy and procedures